See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS3 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $23,380 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $6,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,220 | $81,248-64.0% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 14.16% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $507 | $3,100-83.6% | $4,672-89.1% | $2,755-81.6% |
| Participant deferral / active EE | $5,004 | $3,452+45.0% | $5,626-11.1% | $4,296+16.5% |
| Admin fee / account holder | $313 | $7,997-96.1% | $15,912-98.0% | $6,918-95.5% |